| | Good Saturday — here's what actually matters today. | The market is sending mixed signals. On one hand, the Bond Market is revolting against the deficit, sending yields sharply higher despite Fed cuts. On the other, the Real Economy is getting a massive supply-side jolt: Trump just unlocked 80 million acres for drilling, and the OCC finally greenlit banks to hold crypto assets. We are seeing a tug-of-war between Fiscal Expansion (Trump) and Monetary Reality (Bond Vigilantes). |
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| 📉 Yields Spike to 4.18% as Vigilantes Protest $3.8T Deficit | | The US 10-Year Treasury yield climbed to 4.18% this week, rising sharply despite the recent Federal Reserve rate cut. The bond market is effectively "voting no" on the administration's fiscal plans. A lackluster 30-year auction signaled that investors are demanding a higher premium to absorb the $3.8 trillion in projected new debt from the "One Big Beautiful Bill." With foreign demand bifurcating—China has slashed holdings by 31.8% since 2019—domestic buyers are left to soak up the excess supply. Deficit concerns, not the Fed, are now driving your borrowing costs. |
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| | 🛢️ Trump Unlocks 80 Million Acres in "Big Beautiful" Lease Sale | | The Bureau of Ocean Energy Management (BOEM) held the "Big Beautiful Gulf 1" lease sale on December 10, opening 80 million acres of federal waters to drilling. The auction generated nearly $300 million in high bids, incentivized by a reduced 12.5% royalty rate. This operationalizes the "Unleashing American Energy" executive order, signaling a massive capex boom for domestic drillers. The administration is flooding the market with deregulated acreage to force energy prices down—creating a windfall for those who own the land and the leases. |
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| | | | (Sponsored by WIDE MOAT RESEARCH) | I'm a former advisor to President Trump, during one of the greatest economic booms in history... | | And today, I'm issuing a special warning to all Americans... I recently visited Mar-a-Lago to record a new presentation to discuss something I believe every American has the right to know... | A federal land opportunity that allows regular Americans to collect legally mandated payouts, set to benefit from a new Executive Order signed by the President. | I also reveal the biggest threat facing America and investors today... If you've got money in the market right now, I urge you to watch my new presentation. | Prepare yourself for this urgent situation. | |
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| | 🚢 China Bans Chip Exports to US Military in Rare Earth Escalation | | The trade war has morphed into a supply chain blockade. Effective December 1, China enforced its strictest export controls yet, automatically denying rare earth licenses to any foreign company with military ties. Simultaneously, the geopolitical risk premium is rising. On December 10, Iran seized the oil tanker Skipper in the Strait of Hormuz—retaliation for sanctions that threatens the 20% of global oil supply flowing through that waterway. Investors should prepare for renewed supply shocks in 2026: China is weaponizing minerals, and Iran is weaponizing transit. |
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| | 🏦 OCC Greenlights Banks to Hold Crypto; Tokenized Assets Hit $33B | | The regulatory firewall between Wall Street and blockchain has officially fallen. On December 9, the OCC issued Interpretive Letter #1188, confirming national banks can engage in crypto transactions and hold digital assets. The impact is immediate: Tokenized real-world assets (RWAs) reached $33 billion in Q4 2025, with Citi expanding its "Token Services" to Euro transactions. Trillions in banking capital can now legally flow into tokenized rails, validating the thesis that the next financial system will be built on-chain. |
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| | | | (Sponsored by Brownstone Research) | Breaking News: Trump Unlocks $21 Trillion for Everyday Americans | | President Trump just signed a new law… That could unlock $21 trillion for everyday folks like you… And potentially impact every checking and savings account in America. | Click here now because Chase, Bank of America, Citigroup, Wells Fargo, and U.S. Bancorp… Are already preparing for what could be the biggest change to our financial system in 54 years. | |
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| | 🍎 RFK Jr. Targets "Childhood Disease Crisis" with 120-Point Plan | | HHS Secretary RFK Jr. has officially released the "Make America Healthy Again" (MAHA) strategy, detailing 120 initiatives to combat chronic disease. The administration declared a "National Emergency," empowering the redirection of NIH funding away from infectious diseases toward root causes. Immediate targets include removing "unhealthy foods" from SNAP programs and phasing out petrochemical dyes like Red No. 40 by 2028. The federal health apparatus is pivoting from "treatment" (Pharmacology) to "prevention" (Food), threatening the revenue streams of major processed food conglomerates. |
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| | | | (Sponsored by NewMarket Health Publishing) | For years liberals have called RFK Jr a QUACK… | | But now it appears HE WAS RIGHT about a COVID lab leak… RIGHT about microplastics… and RIGHT about FDA corruption. | Now, he's issued a terrifying new warning that Americans need to hear in 2025. Millions are in the crosshairs… And if you were born before Jan 1st, 1965, THIS affects you most of all. | Get the full facts here. | |
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| | 🧭 What This Means | Investors: The Bond Vigilantes (Yields > 4.18%) are warning that the deficit matters. While Trump deregulates Energy (Bullish for supply), the cost of capital is rising (Bearish for P/E ratios). The Banks: The OCC ruling is a game-changer. "Crypto" is no longer a casino; it is becoming the backend infrastructure for Citi and JPMorgan. The Consumer: RFK Jr.'s war on "Red No. 40" and processed foods will likely increase grocery costs in the short term as supply chains adjust, but aims to lower healthcare costs long term.
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| | 🔍 Insight | The government is simultaneously loosening regulations on production (Oil/Banking) while tightening regulations on consumption (Food/Health). They want you to drill more and bank faster, but eat cleaner. It is a pivot from a "Consumer Economy" to a "Producer Economy." |
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| | POLL — Which "Deregulation" excites (or scares) you most? | |
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